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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,041 | $106,008-85.8% | $92,240-83.7% | $147,586-89.8% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 19.44% | 50.05%-30.6pp | 176.29%-156.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,674 | $4,333-61.4% | $3,680-54.5% | $4,876-65.7% |
| Participant deferral / active EE | $3,113 | $4,478-30.5% | $3,897-20.1% | $5,439-42.8% |
| Admin fee / account holder | $59 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |